HubSpot

CRM

Keep your CRM current without manual data entry. AI agents create contacts, update deals, and associate records automatically. Your sales team works from clean data. Always.

21 actions available

Prospect fills out website form triggering Google Forms or Typeform event

Agent calls Get Contact by Email to check for existing HubSpot record

Agent creates contact and associates it with the company using enrichment data

Agent creates deal in inbound pipeline with lifecycle stage set to Lead

Agent routes lead to correct sales rep based on territory rules

Sales rep receives Slack notification with full contact and deal context

Potential duplicate contacts paused and routed to CRM admin for resolution

What This Integration Enables

FlowRunner agents use HubSpot as the system of record for contacts, companies, and deals. When inbound leads arrive, agents create contacts and associate them to the right company automatically. When deals progress, agents update stage and metadata without a rep touching a field. When a workflow needs CRM data, agents retrieve it without a human pulling a report.

Without FlowRunner

Manual CRM entry Sales reps create contacts, companies, and deals by hand from form notifications

Duplicate records No systematic deduplication check before creating new contacts

Stale deal stages Deal progression updates only when reps remember to update the CRM

With FlowRunner

Lead in CRM in under 30 seconds Contact created, associated, and deal opened from any form trigger automatically

Deduplication on every inbound Agent checks for existing record by email before creating any new contact

ERP activity updates the CRM Purchase orders and invoices in Acumatica trigger automatic deal stage updates

Use Case Scenarios

Inbound Lead Enrichment and Routing

A prospect fills out a form on the website. Google Forms or Typeform fires a trigger. The agent checks HubSpot for an existing contact by email. If none exists, it creates the contact, associates it with the company (using Apollo or Wiza enrichment data), sets the lifecycle stage to Lead, and creates a deal in the inbound pipeline. It then routes the lead to the correct sales rep based on territory rules and sends the rep a Slack notification with full context. Total time: under 30 seconds.

Deal Stage Sync from ERP Activity

Your ERP records a new purchase order from a customer. The Acumatica or NetSuite integration fires. The agent checks HubSpot for the corresponding deal, updates the deal stage to Closed Won, logs the PO amount, and tags the deal with the product lines purchased. The sales rep sees the deal updated with accurate revenue data without touching HubSpot.

Account Health Monitoring

Every Friday, an agent queries HubSpot for deals in the Negotiation stage that have not been updated in 14 days. For each stalled deal, it sends a Slack message to the deal owner: "This deal has been inactive for 14 days. Update the stage or flag it for review." The owner responds with one click. Deals that remain unresponded after 48 hours surface to the sales manager.

Human-in-Loop Highlight

When an agent detects a potential duplicate contact, two companies with the same domain, or a deal with conflicting owner assignments, it does not silently choose. It pauses and routes the ambiguity to a CRM admin via Slack: "I found two contacts matching this email. Which should I associate this deal with?" The admin decides. The agent associates and documents the decision. Clean data, accountable process.

Agent processes routinely

Detects potential duplicate contact

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

21 actions

Contact Management

Create Contact The agent creates a new contact record in HubSpot. Used when a form submission, inbound email, or lead source delivers a new prospect: the agent creates the contact and enriches it with available data before routing to a sales rep.
Update Contact Modifies contact properties. Used in ongoing enrichment workflows: as contacts engage, agents update lifecycle stage, lead score, or custom fields to keep records current.
Delete Contact Removes a contact. Used in data hygiene workflows or when a prospect requests removal.
Get Contact by ID Retrieves a contact using their HubSpot ID. Used when downstream workflow steps need the full contact record for processing.
Get Contact by Email Looks up a contact using an email address. Used as the first step in any inbound lead routing workflow: find the contact before creating a duplicate.
Get All Contacts Returns a filtered list of contacts. Used in reporting, segmentation, and bulk processing workflows.
Search Contacts Queries contacts by property values. Used when agents need to find specific contacts matching criteria before taking action.
Get Contacts at Company Returns all contacts associated with a company record. Used in account-based workflows where agents need the full stakeholder map.

Company Management

Create Company Creates a new company record. Used in account-based sales workflows when a new organization enters the pipeline.
Update Company Modifies company properties. Used to keep firmographic data current as companies grow or change.
Delete Company Removes a company record. Used in data governance workflows.
Get Company by ID Retrieves a full company record. Used when agents need account-level context for downstream processing.
Get All Companies Returns a list of company records with filters. Used for account monitoring and reporting workflows.

Deal Management

Create Deal Creates a new deal in HubSpot. Used when a prospect signals buying intent: the agent creates the deal in the right pipeline stage automatically, routing it to the correct owner.
Update Deal Modifies deal properties: stage, amount, close date, owner. Used to keep the pipeline current as deals progress without relying on reps to update records.
Delete Deal Removes a deal. Used in pipeline cleanup workflows when opportunities close out.
Get Deal by ID Retrieves a specific deal record. Used when agents need deal context to make routing or action decisions.
Get All Deals Returns filtered deal records. Used for pipeline reporting and forecasting workflows.

Relationship Management

Associate Objects Creates an association between two HubSpot objects: contact to company, deal to contact, deal to company. Used to maintain the relationship graph without manual linking.
Get Associations Retrieves associations for a given object. Used when agents need to understand the full relationship context before acting.
Delete Association Removes an association between objects. Used in data restructuring workflows when account relationships change.

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